Creating & working with Clients
Clients are at the core of Coperniq. They represent a residential or commercial entity that your company might be transacting with.
Creating Clients
Once logged into Coperniq click on the “Clients” link on the menu to the left
Then click on the “+CLIENT” button to the far right
This will take you to the “Create a Client” screen
*Required fields:
Full Name of Primary Contact
Title
Type (Commerical or Residental)
Owner
Site Address
Optional Fields:
Phone
Email
Description (free form field)
Once you have completed these fields click “CREATE” in the lower right corner
You will now see your Client in the Client list here:
Working with individual Clients
To access an individual client you can search for them by:
Client Title, e.g., "The Simpsons Residence"
Contact Name, e.g., "Homer Simpson"
Contact Email, e.g., "homer@simpson.com"
Contact Phone, e.g., "1231231234"
When you see the Client that you're interested in, hover over and click on the Title in the first column:
This will open the record where you will have access to:
Sites (tied to client)
Properties (info on the record)
Reminders (you can add new ones)
Contacts (you can add new ones)
Docs (you can attach a file)
Accounting (you can add invoice or bill)
Also, you will have access to FEED (showing the latest information on the record)
This includes:
SMS
EMAILS
COMMENTS
PORTAL (CAN SEND MESSAGE TO CLIENT)
And can create a new:
SMS
EMAIL
COMMENT
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